Senior Trust Specialist

Edward Jones

5d • Hybrid

About The Position

Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. The Senior Trust Specialist supports the Client Service- Estate Settlement team in the onboarding and ongoing relationship, trust and investment management of all Trust Company account types. The individual will work closely with Trust Consultants, Trust Officers, Portfolio Managers, Special Assets teams, vendors, clients and Edward Jones branch teams and will support the goals of the firm by providing excellent service to our clients and branches while maintaining fiduciary and regulatory standards. This position is critical to enhancing the client experience for trust clients.

Requirements

• High school degree required
• Minimum 1 year of trust, estate administration, or financial services experience required
• 2+ years client service experience
• Skilled in written and verbal communication and demonstrates a high level of interpersonal skills
• Skilled in organization and time management with the ability to manage and prioritize multiple tasks at once
• Basic analytical skills to research issues and apply appropriate solutions
• Successful working in a fast paced, cross-functional team-based environment

Nice To Haves

• Bachelor's degree
• Associate degree or related professional degree strongly preferred
• Estate Settlement experience
• Moderate to advanced Excel and other technical skills
• Working knowledge of trust administration principles, estate planning principles, taxes, and investment principles

Responsibilities

• Deliver excellent client service to Financial Advisors, clients, and internal associates.
• Own the completion of work related to the administration of accounts so the Trust Company fulfills its fiduciary duties and protects its reputation, while mitigating risk.
• Support Trust Officers, Portfolio Managers and other the Trust Company and firm associates in the administration of accounts.
• Develop and maintain knowledge required for administering accounts managed by the Trust Company.
• Contribute to departmental objectives, projects and initiatives in order to better serve branch teams and clients.
• Partner and collaborate with various areas of the Trust Company to execute client service model

Benefits

• medical and prescription drug
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• short- and long-term disability
• basic life
• basic AD&D coverage
• 401k retirement plan
• tax-advantaged accounts: health savings account, and flexible spending account
• ten paid holidays
• 15 days of vacation for new associates
• sick time
• personal days
• a paid day for volunteerism
• bonuses
• profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED